To enable sharing an item through a shareable link, configure the
pyDefault URL mappings rule for each shareable case type. This rule
can exist only once per application. Therefore, specialize it in the implementation layer.
You need to configure it manually to correspond to the case type classes.
Shareable links are available by default in Pega Sales Automation for the following case
Each shareable case type has a corresponding URL alias on the the
pyDefault URL mappings rule, which you need to update to
the corresponding case type in the implementation layer.
In Dev Studio, in the top navigation search bar, enter
Open the pyDefault URL mappings.
Configure URL mapping for each URL alias.
Each URL alias corresponds to a shareable case
Next to the URL alias, click the Switch
to edit mode icon.
On the Edit URL mapping screen, in the
Class field, enter the work pool class of the
In the Make this resource path the default for the following
classes section, click Add class,
and then add subclasses of the work pool class for which you want to
On the Edit processing activity page, set the
WorkPool parameter to the work pool class of
the case type.
Optional: If your implementation layer contains additional case type which you want to
make shareable, follow the above steps to add them to the
pyDefault URL mapping rule.
Sharing an item
Copy a shareable link to share items such as accounts, contacts, leads, and
Log in to Pega Sales Automation.
In the User Portal, select a case type and navigate to it.
Click the item that you want to share.
Click ActionsCopy shareable link.
Result: A shareable link to the selected item is copied to the
clipboard. The link opens the selected item in a new browser tab.Note: If you receive a Pega Sales
Automation shareable link, log in to Pega Sales Automation
with the appropriate access permissions to view the shared item.